Re: FM7.0 Beta

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In Reply to: Re: FM7.0 Beta posted by Mark on October 31, 2004 at 13:24:35:

: : Mark,

: : Downloaded FM7.0 Pro Beta, and have made copies of my existing data and portfolio files, and moved them to the My_Data folder created during FM7.0 installation. Where in the registry can I change the data and portfolio file location so I do not have to recreate my current portfolio profile since the format of the portfolio files have changed.

: : Thanks,
: : Gary Trimmier

: Hi Gary,

: You shouldn't need to edit anything in the registry... What do you mean
: by "portfolio profile"? You've done the right thing by making a copy
: of your data to experiment with. Now, all you need to do is just do a "File /
: Open Portfolio..." and go pick the newly copied portfolio to open. In the
: "Open Portfolio" dialog, there is a "Location" drop down where you can change
: the folder over to where you copied your data, and then open it up from
: there. Is this what you were looking for, or did I miss the question?

: Portfolios store the path to their investment files in a relative manner.
: So, if you have all your portfolios and investments in one folder, and you
: copy the whole contents, when you open that copied portfolio, it will
: also open the copied investments, and not point back to the original investments.

: You can always verify where your investments / portfolio file is located
: by looking at the "Properties" of each. You can also create a custom
: report with the "Path" field to quickly see everything's path.

:
: Thanks,
: Mark
: --
: Mark Beiley
: Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP/2003
:

Mark - Thanks that did whatI wanted to do.

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